Complimentary Strategy Session

Only 10 sessions available each month!

About Us

Heather Ashworth Failla, CFP®, CDFA®, CRPC®, CLTC®

Founder/ Owner – Divorce Financial Planner

After spending nearly 30 years in the financial industry and experiencing my own divorce in 2002, I saw firsthand how overwhelming the process can be. Over time, I watched friends and family struggle with the complexities of divorce, and I realized there was a significant need for specialized financial guidance in this area. As I continued to create comprehensive financial plans for clients, I saw that people—especially those from my generation—needed help navigating the unique financial challenges of divorce.

Professional Credentials:

What We Do

Comprehensive financial analysis

With advanced training in all financial aspects of divorce – including pension valuations, complex assets, marital vs. separate property, and tax optimization of settlements, we can help create tailored solutions that makes sense for both parties. Get divorce financial planning expertise when you need it most.

Upcoming Event

workshop - Second Saturday

December 14 , 2024

from 10:30am1:30pm at Sharon Forks Library.

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